SoFi Technologies, Inc.
SOFI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001818874
In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 927
- −66 vs. Q4 2025
- Shares held
- 705.6M
- +129.2M (+22.4%) vs. Q4 2025
- Total value
- $11.2B
- −$3.90B (−25.8%) vs. Q4 2025
- New holders
- 119
- 391 more added
- Sold out
- 185
- 297 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 509,948 | $7.85M | 0.01% | +377,746+285.7% | Added |
| ExodusPoint Capital Management, LP | 497,081 | $7.89M | 0.08% | +286,785+136.4% | Added |
| KBC Group NV | 499,479 | $7.93M | 0.02% | −257,669−34.0% | Reduced |
| Commonwealth Equity Services, LLC | 511,571 | $8.12M | 0.01% | +53,819+11.8% | Added |
| Treasurer of the State of North Carolina | 519,117 | $8.24M | 0.03% | +11,057+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 519,301 | $8.25M | 0.02% | +46,185+9.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 521,209 | $8.28M | 0.07% | +3,717+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 525,064 | $8.34M | 0.07% | −40,543−7.2% | Reduced |
| Russell Investments Group, Ltd. | 544,444 | $8.59M | 0.01% | −95,825−15.0% | Reduced |
| Danske Bank A/S | 548,645 | $8.71M | 0.02% | −80,855−12.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 550,127 | $8.73M | 0.01% | −211,382−27.8% | Reduced |
| Intech Investment Management LLC | 559,247 | $8.88M | 0.09% | +280,946+101.0% | Added |
| Summit Financial, LLC | 571,672 | $9.08M | 0.12% | −151,884−21.0% | Reduced |
| New York State Common Retirement Fund | 574,887 | $9.13M | 0.01% | +25,000+4.5% | Added |
| Alyeska Investment Group, L.P. | 575,000 | $9.13M | 0.03% | +575,000 | New |
| Aquatic Capital Management LLC | 576,474 | $9.15M | 0.26% | −715,970−55.4% | Reduced |
| AQR Capital Management LLC | 596,609 | $9.30M | 0.00% | −51,353−7.9% | Reduced |
| National Bank of Canada | 606,715 | $9.64M | 0.01% | +518,251+585.8% | Added |
| PEAK6 LLC | 616,604 | $9.79M | 0.28% | −416,546−40.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 623,650 | $9.90M | 0.03% | +623,650 | New |
| Vanguard Global Advisers, LLC | 625,567 | $9.93M | 0.01% | +625,567 | New |
| Brighton Jones LLC | 636,631 | $10.1M | 0.22% | +5,072+0.8% | Added |
| Longitude (Cayman) Ltd. | 645,000 | $10.2M | 8.94% | +215,000+50.0% | Added |
| Reynders McVeigh Capital Management, LLC | 681,794 | $10.8M | 0.55% | +139,914+25.8% | Added |
| Moors & Cabot, Inc. | 684,669 | $10.9M | 0.47% | +27,971+4.3% | Added |
| Advisor Group Holdings, Inc. | 690,229 | $11.0M | 0.02% | +153,978+28.7% | Added |
| Cetera Investment Advisers | 710,496 | $11.3M | 0.01% | +41,767+6.2% | Added |
| Alliancebernstein L.P. | 448,169 | $11.7M | 0.00% | −80,568−15.2% | Reduced |
| Provident Living Financial Services, Inc. | 823,296 | $12.0M | 13.23% | −124,091−13.1% | Reduced |
| Quantitative Investment Management, LLC | 760,221 | $12.1M | 1.25% | +699,854+1,159.3% | Added |
| Jain Global LLC | 764,936 | $12.1M | 0.15% | −347,028−31.2% | Reduced |
| Raymond James Financial Inc | 765,100 | $12.1M | 0.00% | −564,791−42.5% | Reduced |
| Jones Financial Companies LLLP | 804,217 | $12.2M | 0.01% | +232,010+40.5% | Added |
| State of Wisconsin Investment Board | 778,194 | $12.4M | 0.03% | +174,791+29.0% | Added |
| HSBC Holdings PLC | 824,115 | $13.1M | 0.01% | +405,010+96.6% | Added |
| Korea Investment CORP | 845,499 | $13.4M | 0.03% | +187,278+28.5% | Added |
| Aviva PLC | 863,735 | $13.7M | 0.02% | +69,769+8.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 875,993 | $13.9M | 0.60% | +61,949+7.6% | Added |
| Diversify Advisory Services, LLC | 898,614 | $14.0M | 2.13% | +65,933+7.9% | Added |
| Entropy Technologies, LP | 910,600 | $14.5M | 0.67% | +910,600 | New |
| SG Americas Securities, LLC | 939,147 | $14.9M | 0.02% | +36,755+4.1% | Added |
| Marex Group plc | 958,766 | $15.2M | 0.16% | −290,053−23.2% | Reduced |
| Simplex Trading, LLC | 968,408 | $15.4M | 0.48% | −837,994−46.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 969,988 | $15.4M | 0.03% | +85,903+9.7% | Added |
| State of Michigan Retirement System | 1,000,000 | $15.9M | 0.08% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 1,006,990 | $16.0M | 0.03% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 1,043,372 | $16.2M | 0.29% | +1,026,219+5,982.7% | Added |
| Man Group plc | 1,084,933 | $17.2M | 0.04% | +574,534+112.6% | Added |
| Clear Street Group Inc. | 1,110,792 | $17.6M | 0.10% | −197,829−15.1% | Reduced |
| SBI Securities Co., Ltd. | 1,129,297 | $17.9M | 0.50% | +55,127+5.1% | Added |
| Jefferies Financial Group Inc. | 1,134,805 | $18.0M | 0.22% | +1,002,845+760.0% | Added |
| Rockefeller Capital Management L.P. | 1,136,506 | $18.0M | 0.03% | +120,307+11.8% | Added |
| First Trust Advisors LP | 1,153,516 | $18.3M | 0.01% | −1,429,677−55.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,160,021 | $18.4M | 0.06% | +446,638+62.6% | Added |
| Price T Rowe Associates Inc | 1,179,912 | $18.7M | 0.00% | +153,763+15.0% | Added |
| Ameriprise Financial Inc | 1,181,529 | $18.7M | 0.00% | −1,015,499−46.2% | Reduced |
| Hudson Bay Capital Management LP | 1,224,271 | $19.4M | 0.12% | +665,000+118.9% | Added |
| FMR LLC | 1,251,599 | $19.9M | 0.00% | −3,044,420−70.9% | Reduced |
| Group One Trading, L.P. | 1,257,874 | $20.0M | 0.66% | +102,955+8.9% | Added |
| Rhumbline Advisers | 1,282,419 | $20.4M | 0.02% | −3840.0% | Reduced |
| Jump Financial, LLC | 1,295,829 | $20.6M | 0.30% | +633,219+95.6% | Added |
| Patient Capital Management, LLC | 1,326,246 | $21.1M | 0.79% | +127,762+10.7% | Added |
| FORA Capital, LLC | 1,459,754 | $23.2M | 1.70% | +929,547+175.3% | Added |
| Two Sigma Investments, LP | 1,488,290 | $23.6M | 0.02% | −7,957,813−84.2% | Reduced |
| Mizuho Markets Americas LLC | 1,498,798 | $23.8M | 0.66% | −1,805,432−54.6% | Reduced |
| Invesco Ltd. | 1,579,588 | $25.1M | 0.00% | −61,230−3.7% | Reduced |
| Tremblant Capital Group | 1,606,355 | $25.5M | 0.82% | −18,618−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,625,784 | $25.8M | 0.02% | +1,484,653+1,052.0% | Added |
| Deutsche Bank AG | 1,626,399 | $25.8M | 0.01% | −212,353−11.5% | Reduced |
| Walleye Trading LLC | 1,679,651 | $26.7M | 0.55% | −1,033,076−38.1% | Reduced |
| JPMorgan Chase & Co | 1,784,586 | $27.0M | 0.00% | −62,346,917−97.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,704,000 | $27.1M | 0.04% | +1,704,000 | New |
| Amundi | 1,713,191 | $27.2M | 0.01% | −146,290−7.9% | Reduced |
| California Public Employees Retirement System | 1,759,455 | $27.9M | 0.02% | −565,659−24.3% | Reduced |
| National Pension Service | 1,820,105 | $28.9M | 0.02% | +129,520+7.7% | Added |
| California State Teachers Retirement System | 1,831,905 | $29.1M | 0.03% | +49,063+2.8% | Added |
| Vanguard Asset Management, Ltd | 2,102,512 | $33.4M | 0.03% | +2,102,512 | New |
| Toronto Dominion Bank | 2,194,032 | $34.8M | 0.07% | +1,999,382+1,027.2% | Added |
| IMC-Chicago, LLC | 2,307,518 | $36.6M | 0.56% | +840,244+57.3% | Added |
| Renaissance Technologies LLC | 2,317,400 | $36.8M | 0.06% | +2,317,400 | New |
| Optiver Holding B.V. | 2,329,475 | $37.0M | 1.40% | +2,329,475 | New |
| Trexquant Investment LP | 2,344,718 | $37.2M | 0.27% | +2,039,964+669.4% | Added |
| Harvest Portfolios Group Inc. | 2,544,116 | $40.4M | 0.67% | +843,819+49.6% | Added |
| Barclays PLC | 2,789,379 | $44.3M | 0.02% | −1,691,590−37.8% | Reduced |
| Daiwa Securities Group Inc. | 2,878,986 | $45.7M | 0.13% | +2,776,986+2,722.5% | Added |
| LPL Financial LLC | 2,975,037 | $47.2M | 0.01% | +583,269+24.4% | Added |
| Nikko Asset Management Americas, Inc. | 3,136,479 | $49.8M | 0.70% | −161,725−4.9% | Reduced |
| Nuveen, LLC | 3,433,589 | $54.5M | 0.01% | −382,174−10.0% | Reduced |
| Legal & General Group Plc | 3,450,586 | $54.8M | 0.01% | +966,039+38.9% | Added |
| Swiss National Bank | 3,708,500 | $58.9M | 0.03% | +427,200+13.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,836,003 | $60.9M | 0.47% | −270,057−6.6% | Reduced |
| Bank of New York Mellon Corp | 4,028,412 | $64.0M | 0.01% | −142,255−3.4% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $65.2M | 79.82% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,422,507 | $70.2M | 0.01% | −1,318,250−23.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,647,044 | $73.8M | 0.05% | +611,498+15.2% | Added |
| UBS Asset Management Americas Inc | 4,726,732 | $75.1M | 0.02% | +590,301+14.3% | Added |
| Squarepoint Ops LLC | 4,727,045 | $75.1M | 0.16% | +1,054,986+28.7% | Added |
| Susquehanna International Group, LLP | 4,770,193 | $75.8M | 0.10% | −6,971,433−59.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,810,367 | $76.4M | 0.05% | +1,968,891+69.3% | Added |
| Defiance ETFs, LLC | 5,353,132 | $85.0M | 1.22% | +5,353,132 | New |